Role Requirements

Role Requirements makes it easy to automatically set employees' training, E-learning, and checklists requirements.

It means that as soon as a new member of staff starts or an employee changes role, the required training, E-learning and checklists will be added automatically and tasks for these will be added to the site inbox.

You will have access to role requirements if you have access to all sites. You can find Role Requirements by going to the "All Employees" page and clicking on "Role Requirements." 

If you don't have access but want to know what role requirements are set for your organisation, just get in contact with Opus.

You will see three sections depending on which you currently use:

You can edit any existing role-required training and E-learning (eg assigning / unassigning roles) by clicking on the training or E-learning title. 

The first page you will see shows you all the users who are assigned and if they have completed the training or not. 

Clicking 'Edit' in the top right will allow you to make changes.

Once you save here, it'll affect all employee records (unless their training records have been individually changed at the employee level).

Important -  this section lets you make changes to all your employees at once. If you're not sure how to use this part of the system, just get in touch with Opus.

Note - Opus usually adds employee checklists since the system needs the questions to be uploaded in a particular file format.